SFPM

Sensible Financial Planning & Management Portfolio holdings

AUM $527M
1-Year Est. Return 6.46%
This Quarter Est. Return
1 Year Est. Return
+6.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$403M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.17M
3
+$3.11M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.45M
5
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$1.54M

Top Sells

1
+$1.92M
2
+$1.51M
3
+$1.27M
4
MBB icon
iShares MBS ETF
MBB
+$1.26M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$870K

Sector Composition

1 Materials 0.62%
2 Energy 0%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72.3M 17.95%
2,790,526
+13,468
2
$62.4M 15.49%
1,269,661
-39,040
3
$61.7M 15.33%
1,301,367
-18,345
4
$54.8M 13.6%
590,310
-13,591
5
$16.3M 4.04%
167,669
+6,075
6
$15.3M 3.8%
43,496
+6,963
7
$15.3M 3.79%
79,901
-2,453
8
$14.8M 3.68%
101,578
+2,952
9
$12.5M 3.1%
400,575
+17,892
10
$10.8M 2.69%
719,028
-43,782
11
$8.28M 2.06%
247,335
12
$6.43M 1.6%
48,560
+3,785
13
$5M 1.24%
113,750
+385
14
$4.86M 1.21%
252,080
+12,624
15
$4.55M 1.13%
153,235
-4,848
16
$3.47M 0.86%
82,683
-5,125
17
$3.25M 0.81%
17,688
+4,435
18
$3.2M 0.8%
+43,149
19
$3.17M 0.79%
+77,019
20
$3.11M 0.77%
+68,267
21
$3.01M 0.75%
36,518
-1,583
22
$2.99M 0.74%
63,949
-1,850
23
$2.79M 0.69%
13,103
-58
24
$2.49M 0.62%
37,296
-1,926
25
$2.28M 0.57%
13,290
+1,466
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